Introduction.
Zendesk Explore is a powerful tool empowers businesses to delve deep into their customer data, gain valuable insights, and make data-driven decisions to improve customer satisfaction. If you're new to Zendesk Explore, this blog will encapsulate a beginner's guide to Zendesk Explore to help you get started on the right foot.
Getting Started with Zendesk Explore!
Step 1: Accessing Zendesk Explore.
First things first, you'll need to ensure that you have access to Zendesk Explore. If you're already a Zendesk Support user, chances are you have access to Explore as well. Simply log in to your Zendesk account and navigate to the Explore tab.
Step 2: Exploring Pre-built Dashboards.
Once you're in Zendesk Explore, take some time to explore the pre-built dashboards. These dashboards provide a wealth of information right out of the box, allowing you to quickly gain insights into various aspects of your customer support operations. Click on the "Dashboard" tab to view the available dashboards and start exploring.
Step 3: Customizing Dashboards.
While the pre-built dashboards offer valuable insights, you may want to customize them to better suit your specific needs and preferences. Fortunately, Zendesk Explore makes it easy to customize dashboards. Simply click on the "Edit" button to modify the existing charts, add new charts, or rearrange the layout to create a dashboard that works best for you.
Step 4: Creating Queries.
One of the most powerful features of Zendesk Explore is its ability to create custom queries to analyze your data in-depth. To create a new query, click on the "Queries" tab and then select "New Query." From there, you can choose the dataset you want to analyze, define the metrics and attributes you want to include, and apply filters to narrow down your results.
Step 5: Visualizing Data.
Once you've created a query, it's time to visualize your data. Zendesk Explore offers a variety of chart types to choose from, including bar charts, line charts, pie charts, and more. Select the chart type that best fits your data and preferences, and then customize the appearance and layout as needed.
Step 6: Sharing Insights.
After you've analyzed your data and gained valuable insights, you'll likely want to share those insights with others in your organization. Zendesk Explore makes it easy to share dashboards and reports with colleagues and stakeholders. Simply click on the "Share" button and choose the sharing options that work best for you, whether it's via email, URL, or embedding the dashboard directly into your company intranet.
Step 7: Learning and Experimenting.
Finally, don't be afraid to experiment and continue learning as you explore Zendesk Explore.Take advantage of the resources available, such as Zendesk's documentation, community forums, and online tutorials, to deepen your understanding of the tool and unlock its full potential.
The below link provides you with more use cases in Zendesk Explore:
https://support.zendesk.com/hc/en-us/categories/4405298746906
Conclusion:
Zendesk Explore is a powerful tool for gaining insights into your customer support data and driving informed decision-making. By following the steps outlined in this beginner's guide, you can start harnessing the full potential of Zendesk Explore to optimize your support processes and deliver exceptional customer experiences. Happy exploring!
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